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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,763 | $56,484+328.0% | $169,452+42.7% | $64,173+276.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.47% | -1.55%+0.1pp | 1.83%-3.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $8,472 | $1,832+362.4% | $4,157+103.8% | $2,381+255.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $28,321 | $4,174+578.5% | $9,110+210.9% | $4,887+479.5% |